Description

outbound calls, 40-50 per day, quality focused. Call routing: •During the pilot we’ll prioritize routing retail leads, a higher incidence of which don’t ultimately get confirmed, to triage agents when available, as well as DIB upon launch •Triage agents will attempt to contact the customer to confirm business need •Triage agents will route confirmed leads to dedicated sales consultants •We will prioritize language needs via Spanish Speaking CS agents as needed •Reporting: manual tracking as CRV does not currently support campaign setup for monitoring •Triage agents will be expected to maintain impeccable pipeline management including: •Tracking contact attempts •Scheduling calls with pilot sales agents •Succinct and detail notetaking in referrals •Pilot sales consultants will be expected to manage: •Callbacks after speaking with clients •Following up with customers on documentation/signings •Working with contract validation and underwriting •Welcome Call to ensure a...